October 31, 2014 |
Annual Estate Plan Review: A Smart Decision
Having all the documents in line for your current needs is crucial for your short and long term planning, but it’s just as important to ...
Learn MoreAnnual Estate Plan Review: A Smart Decision
Having all the documents in line for your current needs is crucial for your short and long term planning, but it’s just as important to be sure that you are following up on those materials at least yearly. Circumstances change, laws change, and it’s simply prudent planning to review and verify the accuracy of what you have put together. Using an annual review program like the Lighthouse Maintenance Plan .
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Blogs for October 2014
October 30, 2014 |
Tax Return Requirements for Nonresidents with U.S. Assets
Individual nonresidents in the U.S. may be subjected to estate taxes under U.S. regulations if the individuals owned U.S. assets. There are several different items ...
Learn MoreOctober 30, 2014 |
On The Same Page: Preparation for Estate Plan Heirs
Failing to plan comprehensively can be a big downfall for a modern estate plan. There’s more involved than just putting your own documents together, though. ...
Learn MoreOctober 28, 2014 |
Profit or Hobby: Understanding Tax Consequences of IRS Determination
Section 162 of the U.S. tax code is critical for individuals who work for themselves in a variety of occupations. When a taxpayer can demonstrate ...
Learn MoreOctober 27, 2014 |
Power of Attorney 101
Making the decision to put a power of attorney in place is an important and wise one, since powers of attorney are accepted in all ...
Learn MoreOctober 24, 2014 | Living Trusts: The Importance of Proper Funding
Living Trusts: The Importance of Proper Funding
If you have decided to use a trust to pass on your assets, this can be an exciting decision that gives you peace of mind ...
Learn MoreOctober 23, 2014 | Married Without Children? An Estate Plan Can Help You Give Back
Married Without Children? An Estate Plan Can Help You Give Back
If you are married but do not have any children to pass down your assets to, look at estate planning as your opportunity to do ...
Learn MoreOctober 20, 2014 | Estate Planning Tips: A 529 Savings Plan
Estate Planning Tips: A 529 Savings Plan
If you’ve already looked into getting one, you know that Section 529 savings plans are able to accumulate earnings without federal income tax (and in ...
Learn MoreOctober 17, 2014 | Estate Tax
Estate Taxes on Life Insurance & Life Insurance Trusts (“ILITs”)
Many Americans may be unaware of what an irrevocable life insurance trust (“ILIT”) is, let alone the benefits it may provide to them. Typically, life ...
Learn MoreOctober 3, 2014 | IRS Offshore Promoter Limits Highlight Important of Proper Risk Management
IRS Offshore Promoter Limits Highlight Important of Proper Risk Management
It was recently discovered that the IRS finally took action on investigations of managers in small insurance companies. This has spiraled into the usage of ...
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Recent Posts
Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning
Learn how irrevocable life insurance trusts (ILITs) can help families manage estate planning goals, provide liquidity, and support multigenerational wealth transfer strategies. For families focused on preserving wealth across generations, estate planning often involves more than drafting a will or updating ...
<p>The post Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The Hidden Cost of a Disjointed Financial Portfolio
Many families and business owners unknowingly create financial inefficiencies by spreading investments and insurance across multiple advisors and institutions. Learn why coordinated financial oversight matters. Successful business owners and high-net-worth families often accumulate financial accounts over time. A retirement account here. A brokerage relationship there. ...
<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Tax Traps to Avoid in Your 30s, 40s, and 50s
Avoid costly tax mistakes in your 30s, 40s, and 50s with practical financial planning strategies designed for business owners, professionals, and families building long-term wealth. Tax planning is not a one-time exercise. As your income, investments, business interests, and family responsibilities evolve, ...
<p>The post Tax Traps to Avoid in Your 30s, 40s, and 50s first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
